Dan Langworthy has over 25 years in the financial services industry with an emphasis on creating a financial plan for clients that focuses on allowing clients to live their ideal lifestyle.
As a student of the financial services business, Dan continuously furthers his education through annual conferences as well as through the designations that he has obtained over the years.
Ethics, behavioral finance, family dynamics
Tax strategies, portfolio management, risk management, asset management
Closely held business owners, executives, retirement
Charitable giving, estate planning, and wealth transfer
Details about the CPWA® designation